ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,233,094 | -51.4% | 47,254 | -50.0% | 0.64% | -51.6% |
| Q2 2023 | $6,656,346 | +3.6% | 94,443 | -6.1% | 1.32% | -3.5% |
| Q1 2023 | $6,426,497 | +6.4% | 100,587 | -2.6% | 1.37% | +3.5% |
| Q4 2022 | $6,040,119 | -0.5% | 103,250 | -1.6% | 1.32% | -4.8% |
| Q3 2022 | $6,072,000 | -1.2% | 104,957 | +3.1% | 1.39% | -0.4% |
| Q2 2022 | $6,147,000 | -63.2% | 101,849 | -53.4% | 1.39% | -57.4% |
| Q1 2022 | $16,686,000 | -8.5% | 218,465 | +0.2% | 3.27% | -5.0% |
| Q4 2021 | $18,235,000 | +26.4% | 217,944 | +11.7% | 3.44% | -2.3% |
| Q3 2021 | $14,426,000 | +6.3% | 195,185 | +4.6% | 3.52% | +3.0% |
| Q2 2021 | $13,565,000 | +29.2% | 186,518 | +15.7% | 3.42% | +13.5% |
| Q1 2021 | $10,499,000 | +26.3% | 161,244 | +23.8% | 3.01% | +9.7% |
| Q4 2020 | $8,310,000 | +27.5% | 130,206 | +361.6% | 2.75% | +4.6% |
| Q3 2020 | $6,519,000 | +4.9% | 28,209 | -5.8% | 2.62% | +3.1% |
| Q2 2020 | $6,216,000 | +3.8% | 29,960 | -17.4% | 2.54% | -16.6% |
| Q1 2020 | $5,989,000 | -35.1% | 36,288 | -23.8% | 3.05% | -17.2% |
| Q4 2019 | $9,222,000 | +4.9% | 47,625 | -2.4% | 3.69% | -4.5% |
| Q3 2019 | $8,789,000 | +8.8% | 48,819 | +8.3% | 3.86% | +4.2% |
| Q2 2019 | $8,080,000 | +2.9% | 45,079 | -13.5% | 3.71% | -15.9% |
| Q1 2019 | $7,849,000 | 0.0% | 52,095 | 0.0% | 4.41% | 0.0% |
| Q4 2018 | $7,849,000 | +23.1% | 52,095 | +38.5% | 4.41% | +35.4% |
| Q3 2018 | $6,377,000 | +3.5% | 37,624 | -0.7% | 3.25% | +5.3% |
| Q2 2018 | $6,163,000 | -6.8% | 37,900 | -11.2% | 3.09% | -24.3% |
| Q1 2018 | $6,615,000 | -37.1% | 42,661 | -38.1% | 4.08% | -28.1% |
| Q4 2017 | $10,524,000 | +10.7% | 68,891 | +3.9% | 5.67% | +0.6% |
| Q3 2017 | $9,511,000 | +6.0% | 66,321 | +1.1% | 5.64% | +5.4% |
| Q2 2017 | $8,976,000 | +4.2% | 65,590 | +0.2% | 5.35% | -7.4% |
| Q1 2017 | $8,613,000 | -44.5% | 65,485 | -48.6% | 5.78% | -5.1% |
| Q4 2016 | $15,525,000 | – | 127,470 | – | 6.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |